You can now issue payment receipts for your CurdBee invoices. This has been a popular feature request for some time and we believe this feature will help you to have a more streamlined and professional invoicing process.
Here’s how a sample payment receipt will look like:
Similar to other statements in CurdBee, there’s also a PDF version of the receipt (Click here to download the sample PDF receipt).
If you have enabled the Expansion Pack add-on, this new feature will be automatically available.
Payment receipts can be sent either automatically or manually. You can select the option you prefer at the time of creating the invoice.
When the automatic receipt option is enabled, CurdBee will generate the receipt and send a notification email to the client upon receiving the payment. You can customize this notification email from Settings > Emails & Notification section.
The notification email will be sent to all recipients (including BCC recipients) who originally received the invoice.
If you are manually entering payments for invoices (without integrating with a payment gateway), you have the option to generate and send receipts when entering those payments.
EDIT: The workflow from here onwards has been updated to make things even more customizable. Check out this blog post!
You can also do it later from the payments tab for the invoice. To do so, click on the ‘View Receipt’ link to view the payment receipt.
From the payment receipt screen, click the ‘Send Receipt’ link on the sidebar.
So go ahead, impress your clients with those elegant payment receipts!
P.S.: We are removing the “Send Acknowledgement” feature, since its purpose is now better served with payment receipts.